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Howe & Rusling’s Otis Worldwide OTIS Stock Holding History

Howe & Rusling’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,478
Closed -$94K – 811
2022
Q3 		$94K Buy
1,478
+839
+131% +$61.4K 0.01% 264
2022
Q2 		$45K Buy
639
+21
+3% +$1.55K 0.01% 326
2022
Q1 		$48K Sell
618
-325
-34% -$26K 0.01% 318
2021
Q4 		$82K Buy
943
+154
+20% +$12.9K 0.01% 268
2021
Q3 		$65K Sell
789
-26
-3% -$2.29K 0.01% 285
2021
Q2 		$67K Sell
815
-2
-0.2% -$154 0.01% 272
2021
Q1 		$56K Sell
817
-32
-4% -$2.09K 0.01% 283
2020
Q4 		$57K Sell
849
-73
-8% -$4.74K 0.01% 272
2020
Q3 		$58K Hold
922
– – 0.01% 254
2020
Q2 		$52K Buy
+922
New +$47.8K 0.01% 246

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Howe & Rusling's OTIS Position: Q4 2022 in Review

Howe & Rusling sold out of Otis Worldwide (OTIS) in Q4 2022, closing a stake of 1,478 shares — an estimated $94K sold.

Howe & Rusling first reported a position in OTIS in Q2 2020 and held it in 10 quarters. The position peaked at $94K in Q3 2022. 1,105 funds tracked by Wall St. Rank hold OTIS as of Q4 2022.

  • Howe & Rusling reported no remaining Otis Worldwide position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,478 Otis Worldwide shares in Q4 2022, an estimated $94K.
  • Howe & Rusling first reported a position in Otis Worldwide in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's Otis Worldwide position peaked at $94K in Q3 2022.
  • 1,105 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.